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Judicial Watch • Marjorie O. Rendell – 2008

Marjorie O. Rendell – 2008

Marjorie O. Rendell – 2008

Page 1: Marjorie O. Rendell – 2008

Category:Federal Judges

Number of Pages:13

Date Created:October 21, 2009

Date Uploaded to the Library:December 09, 2014

Tags:Westcore, rendell, Marjorie, Marjorie O Rendell, Equity, Small, Growth, Estate, 2008, assets, transactions, Codes, dividend, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Rendell_Marjorie_O 
 
(yours, not spouses) Spouses Non-Investment Income -If you were married during any portion the reporting year, complete this section. (Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) 
SOURCE AND TYPE 2008 Philadelphia Sports Media L.P. -TV Sports Commentator 
2.2008 Commonwealth Pennsylvania -earnings for services Governor 
3.2008 City Philadelphia -pension 
4.2008 University Pennsylvania -Instructor 
5.2008 rrahs Chester Casino Racetrack; gambling winnings 
 
 
IV. REIMBURSEMENTS -transportation, lodging, food, entertainmen 
(Includes those spouse and dependent children; see pp. 25-27 filing instructions.) NONE (No reportable reimbursements.) 
SOURCE DATES ITEMS PAID First Amendment Center 05113/08 Newseum -Wash, Conference Hotel, meals, transportation NONE (No reportable gifts.) 
SOURCE VALUE honorary golf membership-resigned 	Torresdale-Frankford Country Club $0.00 10/23/08 See VIII 
honorary golf membership -resigned West Shore Country Club $0.00 I0/23/08 --See VIII 
honorary golf membership -resigned Blue Ridge Country Club $0.00 I0/23/08 --See VIII 
Philadelphia Orchestra Academy Ball tickets 	$560.00 
 
 
 
VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) NONE (No reportable liabilities.) Cape Savings ank, Cape May, Mortgage rental property 
Marriott Ownership Resorts, Inc. Loan time share units 
 
 
 
 
 
05/14/2009 
Rendell, Marjorie 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependet children; see PP 34-60 filing instructions.J NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) Income during reporting period Gross value end reporting period Transactions during reporting period 
Place (X) after each asset exempt from prior disclosure (I) Amount Code (A-H) (2) Type (e.g., div. rent, int.) (!) Value Code (J-P) (2) Value Method Code (Q-W) (I) Type (e.g., buy, sell, redemption) (2) Date Month-Day (3) Value Code (J-P) (4) Gain Code (A-H) (5) Identity buyer/seller (if private transaction) Schwab Adv Cash Reserv Prem Cash Dividend Federated 1-3 year Govt Sec. Dividend 
Adams Harkness Sm. Cap Dividend Buy 08/28 (add!) 
Brandywine Dividend one year fixed Dividend 
DFA U.S. Micro Cap 9-10 Small (formerly Dividend 9-10 Small) 
DFA Large Cap Value Dividend Emerging Mkts Core Equity Dividend 
DFA Intl Value Dividend 
 
10. 
DFA Small Cap Value Dividend 
 
11. 
Dodge Cox stock Dividend 
 
12. 
Neuberger Berman Genesis (formerly Fasc Dividend Sold 10/30 iano-See VIII) 
 
13. 
First Eagle Overseas Dividend 
 
14. 
Hotchkis Wiley Large Cap Value Dividend 
 
15. 
Janus Fund Dividend 
 
16. 
Janus Overseas Fund Dividend PartSell 11102 
Royce Opportunity Dividend Part-Sell 10/26 Income Gain Codes: =SI,000 orless 1.00  $2,500 c=$2,501  $5,000 =$5,001-$15,000 =$15,001 -$50,000 
(See Columns and D4) F=$50,001  $100,000 -SI00.001 -$1,000,000 =$1,000,001 -$5,000,000 =Morethan $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 L=$50,001 -$100,000 M=SI00,001-$250,000 
(See Columns and D3) =$250,001 -$500,000 =$500,001  $1,000,000 =Sl,000,001 -$5, 000,000 =s5,ooo,001  s25,ooo,ooo =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =AppraiSal =Cost (Real Estate Only) =Assessment T=Cai.h Madcet 
(See Column C2) =Book Value V=Otber W=Estimated 
 
 
 
 
 
05/14/2009 
Rendell, Marjorie 
VII. INVESTMENTS and STS income, value, transactions (Includes tllose spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Transactions during reporting period 
Gross value end 
Income during 
Description Assets 
reporting period 
reporting period 
(including trust assets) 
(!) 
(2) 
(3) 
(2) 
Place (X) after each asset exempt from prior disclosure Amount Code (A-H) Type (e.g., div., rent, int.) Value Code2 (J-P) Value Method Code3 (Q-W) 
18. Royce Value Plus Dividend 
 
Type (e.g., buy, sell, redemption) 
Date 
Month- 
Day 
 
Value Gain Identity 
Code2 Code buyer/seller 
(J-P) (A-H) (if private 
transaction) 
 
Morgan Stanley Emerging Mkts. Dividend 
20. 
Morgan Stanley Ints Equity Dividend 
 
21. 
William Blair Cap Growth Dividend 
 
22. 
Hotchkis Wiley Mid-Cap Value Dividend 
 
 
Stoneridge Small Cap None Sold 08/28 
24. 
Third Avenue Intl Value Dividend 
 
25. 
Thornbur Intl Value Dividend 
 
26. 
Westcore Intl Frontier Dividend 
 
27. 
Artio Int! Equity Fund (formerly Julius Baer Dividend Int! Equity) 
 
28. 
Westcore Mid-Cap Oppty Dividend 
 
29. 
Westcore MIDCO Growth Dividend 
 
30. 
Turner Small Cap Equity Dividend Buy 10/30 
 
31. 
Schwab Adv Cash Reserv Prem Cash (fo Dividend rmerly cash) 
 
 
FirstEagle SoGen Global Class (formerly Dividend SoGen Int!) 
33. 
William Blair Growth Dividend 
 
34. 
Thornberg Value Fund Dividend Income Gain Codes: =Sl,000 less =$1,001 -$2,500 c=$2,501 -$5,000 0=$5,001-$15,000 =$15,001 -$50,000 
(See Columns aod 04) F=$50,00 -$100,000 =$100,001 -Sl,000,000 =$1,000,001 -$5.000,000 lJ2 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =s5o,oo 100.000 =s100,001-s25o,ooo 
(See Columns and 03) =$250,001 -$500,000 =$500.001 -Sl.000,000 =$1,000,001 -$5.000,000 ;=$5,000,001 -$25,000.000 =$25.000.001 -$50.000,000 =More tbao $50.000,000 Value Metboo Codes =Appraisal =Cost (Real Estate Ooly) S=Assessment T=C.;gbMarket 
(See Column C2) =Book Value V=Otber =Estimated 
 
05/14/2009 
Rendell, Marjorie 
VII. INVESTMENTS and TRUSTS income, vatue, transactions (lnctudes t1iose spouse and dependent cliildren; see PP 14-60 filing mstructions.J NONE (No reportable income, assets, transactions.) 
Transactions during reporting period 
Gross value end 
Income during 
Description Assets 
reporting period 
reporting period 
(including trust assets) 
(2) 
(1) 
(2) 
(I) 
(3) (5) 
Identity 
Gain 
Value 
Date 
Value 
Value 
Type (e.g., 
Amount 
Type (e.g., 
Place (X) after each asset 
Code 
buyer/seller 
Code 
Code 
Month- 
Code 
Method 
buy, sell, 
div., rent, 
exempt from prior disclosure 
(A-H) 
(if private 
Day 
Code3 
redemption) int.) 
(A-H) 
(J-P) 
(J-P) 
transaction) 
35. Schwab Adv Cash Reserv Prem Cash Dividend 
DFA One Fixed Dividend 
37. DFA Emerging Markets Core Equity Dividend 
DFA Intl Value Dividend 
39. 
Hotchkis Wiley Large Cap Value Dividend 
 
40. 
Federated 1-3 Yr. U.S. Govt Sec. Dividend 
 
41. 
Artio Intl Equity Fund (formerly Julius Dividend Int1 Equity) 
 
42. 
Morgan Stanley Intl Equity Dividend 
 
43. 
Neuberger Berman Genesis Dividend Sold 10/30 
 
44. 
Royce Opportunity Fund Dividend 
 
45. 
Third Ave Intl Value Dividend 
 
46. 
Turner Core Growth Dividend 
 
47. 
Turner Small Cap Equity Dividend Buy 10/30 
 
48. 
Westcore Mid Cap Opportunity Dividend 
 
49. 
Westcore MidcoGrowth Dividend 
 
 
Schwab Adv Cash Reserv Prem Cash (for Dividend mMMCash) Brandywine Fund Dividend Income Gain Codes: =$1,000 less =$1,001  $2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and 04) =$50,001 -$100,000 =S!00,001 -Sl,000,000 Hl=$1,000,00I -$5,000,000 H2..Mor $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001-$100,000 =SI00,001-$250,000 
(See Columns and 03) =$250,001 -$500,000 =$500,001 -Sl,000,000 =$1,000,001 -$5,000,000 =$5,000,001-$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment T=CashMarleet 
(See Column C2) =Book Value V=Other =Estimated 
 
05/14/2009 
 
 
 
Rendell, Marjorie 
VII. INVE STME!f and TRUSTS -income, value, transactions